Quicken Bill Manager

When I go to Help for Quicken Bill Manager, and then to Setting up Quicken Bill Manager for Quick Pay and Bill Pay, I see this:

Setting up Quicken Bill Manager with Quick Pay and Check Pay Check Pay makes mailing a check to anyone nationwide fast and easy. Once you have set up Check Pay, you will just enter the payee's name, address, and amount into Quicken. We?ll automate printing, stuffing, and mailing a check drawn off of your own checking account.

It is most common to set up Check Pay during the setup for Quick Pay.

Note: Bill Pay requires the use of a checking account. You will need to set up your checking account in Quicken before you set up Bill Pay features.

Adding an online bill To set up Quick Pay and Check Pay, you will first need to add a bill. If you have already added a bill, you can go directly to Setting up Quick Pay and Check Pay.

Select the Bills & Income tab. Select +. Select Online Bill. Enter or select the name of your online biller. Link your bill by entering your login information. It may take some time to process the login and sync the account. If you run into an error, check your login info and try again. Click Done when complete. Your bill is now linked, which means you can pay it through Quicken. The linked bill will appear on your Bills & Income page. You can continue to add bills using the same method.

Setting up Quick Pay and Check Pay Once you have added a bill, you can begin the process of setting up Bill Pay.

Select the Bills & Income tab. Select the gear icon. Select Set up with Quick Pay Bill Pay. Choose a checking account and select Enable. Enter the following information about your payment account. You may need to consult your bank to get the appropriate information. Routing number Account number Accountholder name Date of birth Address (The address you have listed with your bank) City, State, Zip Select OK. The screen to enable Check Pay will appear. To enable Check Pay select Send Verification Deposits. Two small deposits ( also called micro-deposits) between $0.01 -$0.99 will be deposited into your checking account in 1 ?3 business days from ?SP -Quicken?. In the next step, you?ll have to enter these amounts to verify your account ownership. Note: These deposits will be offset later by corresponding debits to your account. This may take two or more additional days.

On the Quicken Dashboard, you will see a reminder link to verify your account such as Account needs verification for Check Pay. Select the link. On the Payment Accounts for Bill Manager screen, select Verify. On the Verification screen, enter the two micro-deposit amounts from your checking account. It does not matter what order you enter them in. Select Verify Account. The Payment Accounts for Bill Manager screen will reappear. There should be a check mark under enabled for Check Pay. Select Done. You can now use both Quick Pay and Check Pay through Quicken.

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On The Bills&Income tab, I see only one payee. When I click the gear icon there, I do *not* have the choice Set up with Quick Pay Bill Pay.

This is all new to me. Can someone give some me guidance on how to set this up for all my many payees, or point me to a web page that does a better job of it than Quicken Help?

Reply to
Ken Blake
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If you haven't already, I suggest you review:

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Reply to
Sherlock

Thank you. No, I haven't but I will either later today or tomorrow. No time now.

Reply to
Ken Blake

What does Quicken charge to make these payments on one's behalf? I can't believe that they do it out of the goodness of their heart. My method of primarily using pre-authorized debits costs exactly NIL..not even my time required once it is set up for the account.

Reply to
Sharx335

For the current limits on Quick Pay and Check Pay, there is no charge. At some point in the future, I believe users will have the ability to purchase additional Quick Pay or Check Pay payments.

Reply to
John Pollard

I'm not sure where you got the instructions you posted, but I do not believe you should be looking for a choice named "Set up with Quick Pay Bill Pay".

In my Q2020 Home, Business & Rental Property R28.18 (also in R26.17), the choice in the gear-wheel drop down on the Bills & Income tab is: Set up Quicken Bill Manager.

When you have successfully completed that "set up", the same row in the gear-wheel drop down on the Bills & Income tab should read: Payment Accounts.

Reply to
John Pollard

I forgot to add this (from the Quicken knowledge base):

"The following users will have access to the new Quicken Bill Manager: U.S. Subscription users on Premier or Home & Business. U.S. Quicken 2017 Bill Pay users on Starter or Deluxe who are upgrading to the Subscription Release of Quicken (via email offer)."

So if are already a Quicken user, but you don't fall into one of those categories, you would have to pay to upgrade to the subscription Premier or Home & Business editions.

Reply to
John Pollard

Thanks for that info, John.

Reply to
Sharx335

Ahh!That's why I couldn't make the instructions work. I'm a Quicken Deluxe subscriber. Thanks for the info.

My subscription expires in October. Perhaps i'll consider upgrading to Premier then.

Reply to
Ken Blake

Since the difference in price between Deluxe and Premier isn't great and since they prorate the difference for the remaining time on the subscription, I thought I'd upgrade now.

So I went to

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which said I should go to
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login, and select Change Plan

I went to that site and logged in, but couldn't find the Change Plan option. What am I doing wrong?

Reply to
Ken Blake

What are you doing wrong? Ask your wife! No doubt she could answer that question at great, GREAT length.

Reply to
Sharx335

To upgrade from Quicken, select "Help" > "My Quicken Account", "Change Plan" and "Upgrade".

Reply to
Sherlock

OK, thanks. I just did that. But it wants to charge me $74.99 for a one-year subscription, not upgrade me for the remaining 2 months of the current subscription. The cost should be around $12.

Reply to
Ken Blake

I just took another look. It says the membership period is 08/25/2020 to

06/02/2022. That's not one year, it's almost 22 months. So it's not such a bad deal, and maybe I should do that. Do I get that extra 10 months because it's an upgrade rather than a first-time purchase, or is something still wrong with what I'm doing?

One other question: it offers a backup disc for $4.99. If I buy the upgrade, does it automatically upgrade Quicken or do I download it and upgrade it myself from the download. If the latter, I can create my own backup disc and don't need to buy it. If the former, I'll want to buy the disc.

Reply to
Ken Blake

My understanding is they should be prorating your original subscription value on as additional time to the new subscription.

You do not need a backup disc. As you're already using the Quicken subscription, there is no additional software to download and install.

Reply to
Sherlock

That was I thought too, but it's not exactly what's being offered. But it looks like a good deal, and unless someone else has another opinion, I'll accept it.

What I'm using is Quicken Deluxe. What I'll be upgrading to is Quicken Premier. What I was asking about was the installation of Premier and the possible need to *reinstall* it from the backup disc should something go wrong, like my drive crashing.

Reply to
Ken Blake

If you are worried about a SSD/HDD crash you should make an Image and stop worrying and that includes all your other software and data. Besides, once you buy Q you can always download and install if you remember your password.

Reply to
Zaidy036

I already do. I'm a belt and suspenders kind of guy.

Thank you. Whether I could do that is what I wanted to know.

Reply to
Ken Blake

We install the Quicken program. The functionality we have acces to is determined by the level of the subsciption: "Starter", "Deluxe", "Premier", or "Home & Business"

Anyone may download and install Quicken:

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Reply to
Sherlock

OK, thanks again.

Reply to
Ken Blake

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